Associate – Team Solutions

SRG

Team Solutions Associate supporting client engagements by coordinating business entity restructuring and governance documentation at Succession Resource Group.

Posted 7/17/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $60,000 - $85,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong organizational skills and attention to detail in supporting client engagements, including the preparation of governance documents and execution of mergers. Proficient in Microsoft Office and CRM systems, with a focus on accuracy and effective communication.

Highest-signal resume keywords

Intermediate To Advanced Excel SkillsStrong Working Knowledge Of Microsoft Office SuiteExperience With CRM SystemsProject CoordinationBachelor's Degree In Related Field

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Excel SkillsGovernance Document PreparationMergers ExecutionBusiness Entity RestructuringDeliverable AssemblyProject Organization

Soft Skills

Attention To DetailSelf-MotivatedIntellectual CuriosityOpenness To FeedbackSound Judgment

Tools & Technologies

Microsoft Office SuiteCRM SystemsSalesforce

Industry Keywords

Client EngagementsThird Party CoordinationFinancial Advisors

About the role

Key responsibilities & impact

Support client engagements under direction of Senior Consultant
Form and restructure business entities
Prepare governance documents
Execute mergers and reorganizations for financial advisors
Prepare and assemble deliverables from templates
Coordinate meetings, filings, and timelines
Keep projects organized and follow through on details

Requirements

What you’ll need

Intermediate to advanced Excel skills required
Strong working knowledge of Microsoft Office suite
Experience with CRM Systems (e.g. Salesforce)
Comfortable coordinating with third parties
Accuracy and sound judgment in following established processes
Comfortable working in a primarily behind-the-scenes support role
Openness to giving and receiving feedback
Intellectually curious and driven to master complex material
Self-motivated go-getter
Bachelor's Degree plus 3 years of experience in a related field

Benefits

Comp & perks

Continuous learning and apprenticeship
Feedback here is frequent
Opportunity to shape how we solve problems
Real opportunities to shape our work